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Official data from USPTO

CASH BALANCE SPECIALIST (CBS)

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

CASH BALANCE SPECIALIST (CBS)

ST13

US500000098888475

Class

41, 42

Filing

98888475

Registration

7990982

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

15

Latest update

10/22/2025

Trademark type

Word

Nice classes

41, 42

Filing date

12/06/2024

Registration date

10/21/2025

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

10/21/2025

Last transaction

10/22/2025

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

07/11/2024

First use in commerce

07/11/2024

Drawing code

4

Owner type

03

Owner location

Arlington, VA

Examiner

MORRIS,ALINA S.

Current location

FILE REPOSITORY (FRANCONIA)

Holders and representatives

Holders

American Society of Pension Professionals & Actuaries

Representatives

Mark Sommers Finnegan, Henderson, Farabow, Garrett & Dunner LLP

Technical classification

Nice Classes

Class 41Class 42

Vienna Codes

No Vienna codes available.

Goods and services

Class 41

Education servicesproviding seminars and training for professionals in the field of retirement planning and cash balance retirement plans

Class 42

Development of voluntary standards for professionals in the field of retirement planning and cash balance retirement plans; testinganalysisevaluation of the knowledgeskillsabilities of others in the field of retirement planning and cash balance retirement plans to determine conformity with certification standards

Publications

History of USPTO decisions and trademark events.

15 publications found

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

10/21/2025

R.PR

REGISTERED-PRINCIPAL REGISTER

10/21/2025

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

09/02/2025

PUBO

PUBLISHED FOR OPPOSITION

09/02/2025

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

08/27/2025

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

08/04/2025

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

08/04/2025

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

08/04/2025

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

08/04/2025

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

06/03/2025

GNRT

NON-FINAL ACTION E-MAILED

06/03/2025

CNRT

NON-FINAL ACTION WRITTEN

06/03/2025

DOCK

ASSIGNED TO EXAMINER

05/27/2025

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

05/19/2025

NWAP

NEW APPLICATION ENTERED

12/06/2024

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